VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $9.76B
1-Year Est. Return 32.27%
This Quarter Est. Return
1 Year Est. Return
+32.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$661M
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$6.29M
3
+$4.83M
4
AMZN icon
Amazon
AMZN
+$3.38M
5
PYPL icon
PayPal
PYPL
+$3.22M

Top Sells

1
+$477K
2
+$351K
3
+$333K
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$320K
5
EMNT icon
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
+$319K

Sector Composition

1 Technology 23.69%
2 Financials 12.83%
3 Healthcare 11.21%
4 Consumer Discretionary 10.97%
5 Communication Services 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$241K 0.04%
2,183
+9
602
$240K 0.04%
1,148
+78
603
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-60
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$238K 0.04%
61,364
-8,753
605
$238K 0.04%
5,308
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606
$237K 0.04%
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607
$237K 0.04%
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608
$236K 0.04%
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609
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610
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611
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612
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613
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614
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615
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7,511
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616
$230K 0.03%
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617
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2,529
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$230K 0.03%
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620
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621
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622
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5,938
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623
$226K 0.03%
4,606
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624
$226K 0.03%
1,023
+157
625
$226K 0.03%
953
+65
23 24
25
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